JFS Wealth Advisors’s Clearway Energy Class C CWEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54K | Sell |
48
-3
| -6% | -$96 | ﹤0.01% | 1459 |
|
|
2025
Q1 | $1.54K | Hold |
51
| – | – | ﹤0.01% | 1550 |
|
|
2024
Q4 | $1.33K | Buy |
51
+5
| +11% | +$130 | ﹤0.01% | 1619 |
|
|
2024
Q3 | $1.41K | Buy |
46
+1
| +2% | +$31 | ﹤0.01% | 1606 |
|
|
2024
Q2 | $1.11K | Hold |
45
| – | – | ﹤0.01% | 1645 |
|
|
2024
Q1 | $1.04K | Buy |
45
+1
| +2% | +$23 | ﹤0.01% | 1651 |
|
|
2023
Q4 | $1.21K | Buy |
+44
| New | +$1.21K | ﹤0.01% | 1599 |
|
|
2023
Q3 | – | Sell |
-37
| Closed | -$1.06K | – | 1973 |
|
|
2023
Q2 | $1.06K | Buy |
37
+12
| +48% | +$343 | ﹤0.01% | 1586 |
|
|
2023
Q1 | $784 | Sell |
25
-23
| -48% | -$721 | ﹤0.01% | 1644 |
|
|
2022
Q4 | $1.53K | Sell |
48
-3
| -6% | -$96 | ﹤0.01% | 1473 |
|
|
2022
Q3 | $2K | Buy |
51
+4
| +9% | +$157 | ﹤0.01% | 1301 |
|
|
2022
Q2 | $2K | Buy |
47
+6
| +15% | +$255 | ﹤0.01% | 1299 |
|
|
2022
Q1 | $1K | Buy |
41
+24
| +141% | +$585 | ﹤0.01% | 1615 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1315 |
|